About Us

A financial advisory firm that works at the intersection of finance and technology. Most finance professionals aren’t technologists and most technologists don’t understand the day to day objectives of today’s finance departments – that’s where we come in.

Deep Finance Expertise Combined with Modern Digital Skillset

By combining the deep business analytical prowess of a traditional CPA firm with modern digital capabilities, Cloud9 empowers finance leaders with the insights and platforms to drive better strategic decision making. We’re a new breed of advisory firm, setting a trend instead of following one.

Income Tax Experts Who Look Beyond the Obvious

Helping you achieve your wealth and estate planning goals is personal to us. Achieving these goals in a complex tax and regulatory landscape can be challenging, but we devise a tailored strategy with guidance every step of the way to secure the legacy of your family at every turn to help meet your goals.

Certified Partner with Google, Microsoft and Quickbooks

We have developed strategic alliances with enterprise class service providers to enable virtually unlimited business solutions across cloud migration to workplace productivity and collaboration to application development.

PROUDLY CERTIFIED

OUR CLIENTS

Chad is an A player who works smart and hard to produce the best results of himself and everyone around him. He’s a pleasure to work with and see excellent things for Cloud9’s future!! A++

Mark Eliot

I've worked with the folks at Cloud9 Advisory for over 3 years now and I've always been very impressed by the suite of services they offer my business. They're always available, very friendly and most importantly they know their stuff. Very satisfied.

William DeVitoFounder & CEO CRMD, Inc.

Cloud9 has been a trusted advisor for my small business since 2016. Most recently, C9 helped evaluate the impact of recent tax reform (Tax Cuts and Jobs Act) on my company’s projected operations, including the corporate tax rate reduction and pass-through reforms. C9 provided me with insight and analysis tailored to my operating plans, and allowed me to make an educated decision on tax elections and other operating strategies going-forward. C9’s advisory has been instrumental in our planning for key business decisions in 2020 and beyond.

Working with C9 is a refreshing experience. I would recommend them to any business owner looking to strategically navigate any complex business decisions.

Brian HarrahyPresident, FHA Preservation Group

I called Cloud9 Advisory to reconcile my books for the year and to set them up so they are streamlined moving forward. They did everything I asked and more. They added their own thoughts/advice/practices which were things I wasn’t even thinking about and were extremely knowledgeable in regard to taxes in many different areas of business. Easy to work with and A+ advice and guidance. Highly recommend.

Jon LawlessOwner, Vault Properties